See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,426 | $180,028+53.0% | $138,135+99.4% | $158,922+73.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 16.36% | 21.68%-5.3pp | 20.51%-4.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $11,113 | $7,470+48.8% | $5,587+98.9% | $4,761+133.4% |
| Participant deferral / active EE | $13,164 | $7,717+70.6% | $6,431+104.7% | $5,982+120.1% |
| Admin fee / account holder | $50 | $17,912-99.7% | $11,856-99.6% | $11,246-99.6% |